Aspireon Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 21,216 shares of VOO stock, worth $11.7 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

21,216

Previous 33,135 35.97%

Holding current value

$11.7 Million

Previous $10.5 Million 23.92%

% of portfolio

4.35%

Previous 5.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	SELL	$348.66 - $382.94 $4.16 Million - $4.56 Million	-11,919 Reduced 35.97%	21,216 $7.98 Million
Q4 2022 Feb 08, 2023	BUY	$327.64 - $374.54 $10.6 Million - $12.2 Million	32,497 Added 5093.57%	33,135 $10.5 Million
Q3 2022 Nov 18, 2022	BUY	$328.3 - $395.04 $209,455 - $252,035	638 New	638 $209,000
Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $728,071 - $906,876	2,160 New	2,160 $749,000
Q1 2022 May 11, 2022	SELL	$382.7 - $439.25 $180,251 - $206,886	-471 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $185,672 - $206,773	471 New	471 $206,000
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $295,744 - $315,464	-757 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$368.16 - $394.32 $15,830 - $16,955	-43 Reduced 5.38%	757 $298,000
Q1 2021 Apr 19, 2021	SELL	$339.03 - $365.24 $203,417 - $219,144	-600 Reduced 42.86%	800 $300,000
Q4 2020 Feb 23, 2021	BUY	$299.82 - $343.69 $419,748 - $481,166	1,400 New	1,400 $500,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Aspireon Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History